InvestVerdict
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)
Regular Plan · IDCW · Mutual fund · Scheme code 149146
Fund houseSBI Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW
History5.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.41 | 1.31 | 2.64 | 5.66 | 7.17 | — | — | — | 6.04 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.3% | 0.51 | 0.69 | — | — | -3.5% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 253 | 1.3% | 7.3% | 8.8% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.